Sales Enablement Consultant, Abrdn

Salary not provided

Salesforce

Junior and Mid level

Edinburgh

Savings & investment company

Be an early applicant

Savings & investment company

501-1000 employees

B2BInvestingFinancial Services

Be an early applicant

Salary not provided

Salesforce

Junior and Mid level

Edinburgh

501-1000 employees

B2BInvestingFinancial Services

Company mission

Helping clients to prepare for the future

Job

Company

Role

Who you are

Experience in sales, sales support or a related role
Ability to work cross-functionally and support sales leadership
Good Stakeholder management
Good communication and interpersonal skills

What the job involves

The purpose of the Sales Enablement team is to provide responsive administrative support that creates the capacity within sales allowing team to focus on driving forward critical growth opportunities
The internal sales desk will support a broad range of activities including securing internal resource, client meeting preparation and follow up, and pro-active client engagement
The team will also focus on embedding best practice across sales and within our client’s businesses to prevent more efficient ways of working and reduce duplication
The function will work across the Adviser business to ensure an exceptional client experience is delivered
As part of that the team will always look for better ways of working using insight to influence positive changes in our client experience
Support sales colleagues by booking in client meetings and securing internal delegates to attend meetings,
Pull together client meeting agendas and actions for use in growth discussions held by sales,
Create and keep up to date pitch packs ready for sales to use to drive growth opportunities,
Draft and manage commercial business cases on behalf of sales,
Analyse and pull trading data to drive sales conversation and meetings,
Pro-active client engagement supporting sales messages on propositional launches, campaigns, etc
Promotion and follow up of abrdn events including technical events programme,
Help sales maintain account intelligence pages on salesforce to ensure quality insight held on clients,
Helping with internal resourcing to secure PC, RM or specialist support,
Ensuring work with Service Enablement team to progress any complex queries,
Work with RM’s and PC’s to ensure consistency of message to clients

Application process

End Date: October 10, 2025

Our take

Abrdn, formerly known as Standard Life Aberdeen, is a global investment company helping its clients to save and invest for their futures. It operates three businesses - Investments, Adviser and Personal - and has been operating since way back in 1825.

Nowadays, atop its investment and advice services, the company delivers two platforms for financial advisers. The first, Wrap, enables users to build and manage portfolios for each client. It also includes SIPP drawdown capabilities - which means advisers can choose the best platform charges when client assets are at their highest. The second, Elevate, encompasses a suite of tools for advisers to save time and make sure their clients are informed.

In 2023, Abrdn announced "adviserOS", which represents an upgrade to their platform offerings. There is limited information to go on, but the company claims this new venture will be simpler and data-led, as well as require less admin. It will be interesting to see if this new release keeps pace with tech developments across the investment space and allows abrdn to continue as an innovator.